By choosing Concept’s team that has years of experience in Salesforce management, you can rest assured that the right team members can execute your business CRM needs without the challenges of internal staffing.

Salesforce Implementation

Whether you need to get your CRM up and running fast and keep it simple or are looking for something completely custom, we’ve helped our clients across the entire spectrum.

We take a consultative approach, tailored to your organization’s unique business processes. From pre-implementation support to data migration; configuration to customization, our focus is building a system to support not only your business needs but drive user adoption.

Salesforce Integration

By partnering with Concept, you will be working with a team that is familiar with the intricacies of Salesforce and can feel confident that your processes will be integrated seamlessly so you and your team can work more efficiently. After integration, not only will your process be more streamlined, but you will have greater access to the data you need to prove ROI on CRM.

When you invest in a CRM, you want your instance to serve all of your Sales and Marketing needs. Concept’s Salesforce integration services will help you connect the platform with the apps that make your company successful.

Salesforce Administration & Support

We want your business to get the most out of your CRM. Our certified admins work closely with your team within CRM to help modify and configure Salesforce to your needs, entirely in line with your sales goals and objectives.

Instead of hiring an internal resource to manage your instance, allow Concept to be your Salesforce Administrator partner. For a fraction of the cost of an internal resource, get help and support from our entire team of certified consultants.

Salesforce Training & Onboarding

Training content is not “one-size-fits-all.” For each company we work with, we strive throughout training to reinforce your business processes. Whether your team is a bunch of experienced CRM professionals or they’re reluctant to move away from their Rolodex, both want to know – “What’s in it for them?” We strive to educate trainees on what more they can accomplish by working in their CRM. We typically offer live hands-on training sessions onsite at your location, but we can also deliver employee training remotely, via a web conference. For those organizations looking for a more customized or hands-on training, Concept provides customized training services for both end-users, managers, and administrators.

Salesforce Cloud Services

Do you want full-funnel CRM with solutions ranging from website design to email marketing setup and contact follow-up? Concept is also a certified HubSpot Consulting Partner offering implementation, integration, and management services for this full-service CRM and marketing automation solution.